Atlas Energy Solutions Inc.
AESI- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001984060
No open-market purchases or sales by Atlas Energy Solutions Inc. insiders were filed in the last 90 days; 285 institutions reported holding it in 13F filings for Q2 2026, worth $1.75B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Atlas Energy Solutions Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 242
- +13 vs. Q4 2025
- Shares held
- 88.4M
- +8.80M (+11.1%) vs. Q4 2025
- Total value
- $1.16B
- +$409.8M (+54.6%) vs. Q4 2025
- New holders
- 46
- 86 more added
- Sold out
- 33
- 71 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AESI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 285 | $1.75B |
| Q1 2026 | 242 | $1.16B |
| Q4 2025 | 233 | $826.3M |
| Q3 2025 | 244 | $1.00B |
| Q2 2025 | 258 | $1.22B |
| Q1 2025 | 257 | $1.56B |
| Q4 2024 | 210 | $1.66B |
| Q3 2024 | 185 | $1.39B |
| Q2 2024 | 174 | $1.16B |
| Q1 2024 | 159 | $1.16B |
| Q4 2023 | 120 | $595.5M |
| Q3 2023 | 123 | $452.8M |
| Q2 2023 | 89 | $310.0M |
| Q1 2023 | 66 | $321.3M |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 375,286 | $4.92M | 0.00% | +7,906+2.2% | Added |
| Quantinno Capital Management LP | 384,008 | $5.04M | 0.01% | +39,401+11.4% | Added |
| Bank of New York Mellon Corp | 428,502 | $5.62M | 0.00% | −12,473−2.8% | Reduced |
| ExodusPoint Capital Management, LP | 434,112 | $5.70M | 0.06% | +204,962+89.4% | Added |
| SIR Capital Management, L.P. | 442,690 | $5.81M | 0.54% | +442,690 | New |
| Vanguard Fiduciary Trust Co | 512,720 | $6.73M | 0.00% | +512,720 | New |
| CDC Financial, Inc. | 518,091 | $6.80M | 5.63% | −74,000−12.5% | Reduced |
| Lazard Asset Management LLC | 525,301 | $6.89M | 0.01% | +171,188+48.3% | Added |
| Bank of America Corp | 526,613 | $6.91M | 0.00% | +236,010+81.2% | Added |
| Invesco Ltd. | 585,953 | $7.69M | 0.00% | −263,306−31.0% | Reduced |
| Evergreen Capital Management LLC | 625,487 | $8.21M | 0.18% | −703,450−52.9% | Reduced |
| Consolidated Portfolio Review Corp | 627,945 | $8.24M | 0.75% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 633,029 | $8.31M | 1.20% | −125,358−16.5% | Reduced |
| BNP Paribas Arbitrage, SA | 653,256 | $8.57M | 0.01% | +635,692+3,619.3% | Added |
| Silvercrest Asset Management Group LLC | 713,388 | $9.36M | 0.07% | −75,561−9.6% | Reduced |
| Charles Schwab Investment Management Inc | 721,753 | $9.47M | 0.00% | +32,742+4.8% | Added |
| Northern Trust Corp | 772,838 | $10.1M | 0.00% | +29,186+3.9% | Added |
| Kennedy Capital Management, Inc. | 820,322 | $10.8M | 0.23% | −434,670−34.6% | Reduced |
| Morgan Stanley | 903,662 | $11.9M | 0.00% | +100,608+12.5% | Added |
| CenterBook Partners LP | 924,938 | $12.1M | 0.65% | +619,784+203.1% | Added |
| Meridian Wealth Advisors, LLC | 953,958 | $12.5M | 1.65% | −37,000−3.7% | Reduced |
| Venturi Wealth Management, LLC | 1,086,254 | $14.3M | 0.64% | 00.0% | Unchanged |
| Nixon Capital, LLC | 1,195,190 | $15.7M | 5.36% | −2,638−0.2% | Reduced |
| Ameriprise Financial Inc | 1,358,926 | $17.8M | 0.00% | +209,271+18.2% | Added |
| Franklin Resources Inc | 1,402,135 | $18.4M | 0.00% | +516,999+58.4% | Added |
| Wellington Management Group LLP | 1,480,867 | $19.4M | 0.00% | +333,013+29.0% | Added |
| Dimensional Fund Advisors LP | 1,502,480 | $19.7M | 0.00% | +167,758+12.6% | Added |
| Goldman Sachs Group Inc | 1,805,363 | $23.7M | 0.00% | +609,757+51.0% | Added |
| Pine Ridge Advisers LLC | 1,844,036 | $24.2M | 1.72% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 1,856,087 | $24.4M | 2.69% | −169,857−8.4% | Reduced |
| Geode Capital Management, LLC | 1,864,142 | $24.5M | 0.00% | +36,454+2.0% | Added |
| UBS Group AG | 2,359,972 | $31.0M | 0.01% | +189,317+8.7% | Added |
| Millennium Management LLC | 2,464,227 | $32.3M | 0.02% | +581,185+30.9% | Added |
| Cooke & Bieler LP | 2,515,894 | $33.0M | 0.37% | −1,670,349−39.9% | Reduced |
| Janus Henderson Group PLC | 2,563,334 | $33.6M | 0.02% | −28,338−1.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 3,149,891 | $41.3M | 0.14% | −199,616−6.0% | Reduced |
| State Street Corp | 3,358,027 | $44.1M | 0.00% | +115,915+3.6% | Added |
| Vanguard Capital Management LLC | 3,530,536 | $46.3M | 0.00% | +3,530,536 | New |
| Cooperman Leon G | 4,083,175 | $53.6M | 1.76% | −970,299−19.2% | Reduced |
| Vanguard Portfolio Management LLC | 4,846,431 | $63.6M | 0.00% | +4,846,431 | New |
| Encompass Capital Advisors LLC | 9,135,182 | $119.9M | 4.88% | +9,135,182 | New |
| BlackRock, Inc. | 11,490,854 | $150.8M | 0.00% | −1,661,483−12.6% | Reduced |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −1,655,363−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −802,760−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −801,164−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −650,912−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −407,316−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −266,109−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −216,300−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −180,554−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −133,161−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −96,440−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −101,500−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −78,081−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −69,351−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −58,235−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −46,465−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −44,998−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −34,754−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −29,474−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −25,627−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −22,080−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −19,650−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −17,365−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −5,297−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,448−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −11,938−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,824−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,057−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |